Wealth Advisory Client Relations Leader

First National Bank of Omaha; Fort Collins (CO); On-site; USD 83,000 - 142,000; Full time

Benefits offered by this job

Medical, Dental, Vision Insurance

401k with Matching

Time Off Programs

HSA/Dependent Care

Employee Banking

Growth Opportunities

Tuition Assistance

Disability Insurance

Job summary

First National Bank of Omaha seeks a Client Relationship Associate Manager (CRAM) to lead a 25+ CRA team within Advisory Services, delivering a consistent client experience and enabling regional advisors to grow.

You will own onboarding, training, performance reviews, and regulatory compliance, while partnering with Compliance and Technology to scale the program onsite in Fort Collins.

Qualifications

• Bachelor's degree in Business Administration or related field.

Responsibilities

• Lead a 25+ CRA team and ensure high-quality client experience.
• Monitor and improve CRA workflows and service standards.
• Partner with Compliance, Operations, and Technology to meet regulatory and operational standards.
• Provide regular performance reviews and development plans.

Skills

People management

Leadership

Communication skills

Analytical thinking

Organizational skills

Education

Bachelor's degree in Business Administration or related field

Tools

CRM platforms

Job description

First National Bank of Omaha seeks a Client Relationship Associate Manager (CRAM) to lead a 25+ CRA team within Advisory Services, delivering a consistent client experience and enabling regional advisors to grow.

You will own onboarding, training, performance reviews, and regulatory compliance, while partnering with Compliance and Technology to scale the program onsite in Fort Collins.